Pathways

As people move towards and into their Retirement, they often fail to plan ahead for their future care and accommodation requirements. Pathways is a service that provides your clients with a road map to plan for their future.

While Australia is ageing at an increasing rate, the generation that now finds itself facing retirement is unlike its predecessors. This new audience of exiting and soon-to-be retirees is seeking a new perspective on ageing and how to be more in control of the uncertainties that accompany this challenging phase of life.

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With a greater demand for care and accommodation, it will be those who are armed with knowledge that will be best placed to access those services. And from a lifestyle and financial perspective, they can plan ahead to ensure that the decisions they make lead to optimal outcomes.

If you are a financial planner or health professional, Pathways is perfect for your clients. This is a specialised service that develops a personalised management plan for guiding current and future retirees through their changing needs in housing, health and wellness as well as their lifestyle. Our consultants can work along with you to develop Pathways plans that will help your clients navigate through the challenges that come with age. After all, retiring from work shouldn’t mean retirement from life.

This plan is personalised and will be the basis for future plans and discussions. It involves several factors which include (but are not limited to):

  • Advice on appropriate Retirement Accommodation options

  • Making them aware of the alternatives of In Home Care as they age, with the aim of enabling them to continue to maintain an independent lifestyle, and to remain living in their own home for as long as possible.

  • Empowering them with information so they can keep up to date with aged care changes

  • Outlining the costs of various care and accommodation options, providing them with the opportunity to incorporate these costs into their financial plan.

  • Options for modifications to existing housing as your clients age

If you clients have care or accommodation requirements now, we have the following services we can offer to assist;

Get in touch with us today if you would like to find out more